As the Client Support Associate, you will provide client service support to the UK sales channel, as well as the wider Columbia Threadneedle business in the UK and Client Services channel in which you operate, in line with the Pooled Client Service process.

How you'll spend your time


As a key member of the Client Services team you will build positive relationships with our UK based clients ranging from wealth managers to advisers. Working with your Client Service colleagues alongside the sales team you will gain in-depth understanding of our clients requirements and become their trusted long-term partner

In this varied role, the Client Service team has multiple interactions with both clients and internal team members is crucial in growing and retaining clients assets and developing the Columbia Threadneedle Investments client proposition; strong communication and listening are key

This role is office based and involves providing support on both a proactive and reactive basis, preempting where possible and responding to client and prospect requests, progressing internal aspects of the Onboarding, Sales Procedure and Wholesale Client Service Procedures. The role is an integral part of the sales process and involves a variety of activities, including:

• Frontline for client and prospect queries and requests ensuring they are answered timely and accurately and recorded on our Client Relationship Management system;
• Liaison with the Transfer Agents via the UK and Luxembourg based CTI Oversight teams, Finance and Legal to facilitate client take on and maintenance procedures including account opening, queries and invoicing
• Co-ordination and completion of internal activities in support of the Sales team, including client and distributor due diligence, share class requests and implementation of procedural controls;
• Co-ordination of automation and / or dispatch of Fund literature e.g. factsheets, portfolios, commentaries;
• Co-ordination and / or completion of fund questionnaires from various types of clients and prospects including management of operational templates for key Distribution Platforms
• Involvement with legal agreements with potential distributors, including rebate agreements, fund share classes maintenance and liaison with in country external Legal Counsel;
• Assistance, alongside marketing, with Fund presentations for in-house meetings, conferences and roadshows;
• Attendance where required at meetings and conference calls with clients, prospects, fund managers and ratings agencies;
• Occasional attendance at external events on a local and regional basis as required;
• Awareness of internal Policies and risks that apply to the role and controls relating to them;
• Adherence to all controls applicable to the role, ensuring they are carried out appropriately and relevant Procedure documentation is followed and updated, advancing errors and risks as appropriate.
• Sharing of standard processes, business development ideas and sales & marketing solutions with colleagues to aid the growth and development of CTI.

To be successful in this role you will have

• Good communication skills, verbal and written;
• Analytical skills and financial affinity;
• Proactive, motivated
• Good communication skills, both verbal and written;
• Self-starter with the ability to work on their own with minimal mentorship
• Good time management;
• Attention to detail;
• An excellent teammate, passionate about satisfying client needs;
• Proficiency in English.
• Knowledge of excel and word (MS office in general)
• Knowledge of Salesforce

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

 

Full timeFixed Term (Fixed Term)Unclassifieds